DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left C••• B•••••••• S•••••••• I••• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Frederick Collins | Chester, Va | May 17, 2022 | May 16, 2022 |
| Joel Donald Marks | Fredericksburg, Va | May 17, 2022 | May 19, 2022 |
| Karl Patrick Tweardy | Henrico, Va | May 17, 2022 | May 16, 2022 |
| Randolph James Tate | Chesterfield, Va | May 30, 2022 | May 16, 2022 |
The rule
- Registrations ended
- May 17, 2022 to May 30, 2022
- Registered next
- May 16, 2022 to May 19, 2022
- Branch state
- VA
- Cities
- 4, most in Henrico, Va
- Registered there that day
- 532 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape